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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,505 | $29,716-68.0% | $56,077-83.1% | $80,925-88.3% |
| Participation rate | 93.9% | 41.7%+52.2pp | 52.5%+41.4pp | 67.7%+26.3pp |
| Annual return | 15.27% | 35.30%-20.0pp | 1709.28%-1694.0pp | 35.65%-20.4pp |
| Employer contribution / active EE | $750 | $671+11.8% | $1,040-27.9% | $2,756-72.8% |
| Participant deferral / active EE | $1,906 | $1,228+55.2% | $1,954-2.5% | $4,299-55.7% |
| Admin fee / account holder | $803 | $2,432-67.0% | $2,825-71.6% | $6,940-88.4% |